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We are currently using it as a budgeting and forecasting solution for our staff. We keep track of utilization, billing rates, customer work, and the financial impact to our organization. Administrators load data weekly into the system and it allows our end users to visualize how their time is being applied across customers and resources. Monthly reports are issued to Senior Management.
- Easy Data Integration with multiple data sources.
- Great Reports and Visualizations.
- Complex formulas and modeling for resource utilization.
- Dashboarding takes awhile to learn but is very powerful.
- Reliance on Microsoft Technology / Browser limitations.
- OneStream Excel Add-in is powerful, but takes time to learn.
Because OneStream is a platform, it can address many different business problems like budgeting, planning, and forecasting. There are more than 50 marketplace solutions (it is like an AppStore in OneStream) that you can download and install for free (people planning, cash planning), which means that the whole organization can actually use this solution!!
- Consolidation
- OneStream can be on premises or in the cloud.
- Strong links with Microsoft Office through add-ins.
- Difficult to choose the best options for a solution as there are so many solutions for a single problem (and it starts with "on-premises" or "in the cloud").
OneStream XF is being used company-wide as the financial consolidation software for both US and non-US entities. OneStream is also being used by select departments for specific calculations and jobs such as budget and tax provisioning.
- OneStream is very easy to use. Being able to switch from a report view in different currencies or an input form, navigating is both quick and easy.
- The ability to add on to the platform is very good. The platform is designed so that a Company can use it as a central source of information. The only limitation to creating new pieces of the platform by a developer is time.
- OneStream has areas to improve in end user functionality and report building.
OneStream XF Scorecard Summary
Feature Scorecard Summary
What is OneStream XF?
According to the vendor, Onestream XF is the first smart corporate performance (CPM) platform that allows organizations to truly unify financial consolidation and reporting, planning, data quality and analytics.
The vendor says their unique extensible dimensionality allows their customers to deliver strict corporate controls along with business unit operational relevance all in the same application. Additionally, the vendor says they are uniquely capable of simplifying all the complexities that enterprise customers expect for true statutory consolidations, account reconciliations, driver based financial and operational planning, powerful data quality, workflow, integration and drill back to virtually any source system all in a single product and application where data and metadata live together.
OneStream’s XF MarketPlace allows their customers to download new solutions like Account Reconciliations or People Planning directly to their application to begin solving the business problem on day one without adding any technical complexity or the need to integrate multiple products, modules or application. This solution is available on-premise or on the XF Cloud
Categories: Corporate Performance Management (CPM)
OneStream XF Screenshots
OneStream XF Integrations
QAD, SAP, Oracle, JDE, PeopleSoft, Plex, MS Dynamics, Workday and all other open source systems or web services available systems
OneStream XF Competitors
OneStream XF Pricing
- Does not have featureFree Trial Available?No
- Does not have featureFree or Freemium Version Available?No
- Has featurePremium Consulting/Integration Services Available?Yes
- Entry-level set up fee?Required
We only sell to Enterprise customers so pricing for software is based on number of total users and it is simple. One user gets all software functionality. Implementation would be based on what business problem or problems we are looking to solve and implement OneStream XF for, financial consolidation and reporting or planning or account reconciliations, etc.
OneStream XF Customer Size Distribution
| Consumers | 0% | |
| Small Businesses (1-50 employees) | 0% | |
| Mid-Size Companies (51-500 employees) | 0% | |
| Enterprises (> 500 employees) | 100% |
OneStream XF Support Options
| Free Version | Paid Version | |
|---|---|---|
| Phone | ||
| Forum/Community | ||
| FAQ/Knowledgebase | ||
| Social Media | ||
| Video Tutorials / Webinar | ||
| Live Chat |
OneStream XF Technical Details
| Deployment Types: | On-premise, SaaS |
|---|---|
| Operating Systems: | Windows |
| Mobile Application: | Apple iOS, Android, Windows Phone, Blackberry, Mobile Web |
| Supported Countries: | Americas, EMEA, South Africa |
Frequently Asked Questions
What are OneStream XF's top competitors?
Oracle Hyperion Enterprise Performance Management, Wolters Kluwer (CCH Tagetik), and Anaplan are common alternatives for OneStream XF.
What is OneStream XF's best feature?
Reviewers rate Management reporting and Financial data consolidation and Multi-currency management highest, with a score of 9.1.
Who uses OneStream XF?
The most common users of OneStream XF are Enterprises from the Financial Services industry.